Investment Strategy
We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance. Our quantitative research uses the most comprehensive mutual fund database in the world to determine the best strategies for long-term investing success. We then supplement those studies with extensive qualitative research of portfolio managers, analysts, and traders through onsite visits and follow-up phone calls.
 
About the Editor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site.

Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe Price, and Vanguard mutual fund families. He helped develop the new Morningstar Rating for funds and the new Morningstar Style Box methodology. He also is co-author of the company's first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which was published in January 2003.

 
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About Russel Russ' Photo
Russel Kinnel,
Director of Manager Research and Editor, Morningstar FundInvestor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
Featured Posts
New Issue of FundInvestor Is Available (PDF)

The June issue of FundInvestor is out in PDF form. You can download it here.


Here’s what’s in the issue:


Lessons From the 3 Bear Markets: I look at how asset classes and individual funds fared in the past three bear markets. The results are kind of scary, but they provide some answers about portfolio building and setting expectations for active funds.


Good Options for Downside Protection: Linda Abu Mushrefova shares some ideas for funds that are good at limiting losses in down markets.


Challenging Times for Income Seekers: Patricia Oey looks at low yields and funds that still offer a decent level of income.


4 Stock Fund Downgrades: Linda Abu Mushrefova explains why we’ve soured on four equity funds you might own.


It’s Time to Think Big: Christine Benz says the current crisis is a time to reassess what’s important and align your portfolio with the Big Picture in your life.


How High-Yield Funds Fared in the Meltdown: Junk-bond funds are always vulnerable to a recession like the one we’re in now. Garrett Heine looks at how our favorites fared amid the downturn.


Identifying Risks in Dividend-Focused Funds: Kevin McDevitt explains the challenges dividend funds face as many companies are cutting their dividends to preserve cash.


MFS New Discovery and Fidelity US Sustainability Index join the Morningstar 500: I explain why.

 

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